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Wipfli Financial Advisors’s Kyndryl KD Stock Holding History

Wipfli Financial Advisors’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$13K Buy
+1,567
New +$16.3K ﹤0.01% 1751

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wipfli Financial Advisors's KD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Kyndryl (KD) in Q3 2022: 1,567 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings.

596 funds tracked by Wall St. Rank hold KD as of Q3 2022.

  • Wipfli Financial Advisors held 1,567 shares of Kyndryl worth $13K as of Q3 2022.
  • Kyndryl was a new Wipfli Financial Advisors position in Q3 2022.
  • Kyndryl made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1751 holding.
  • 596 funds tracked by Wall St. Rank held Kyndryl as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.